Other · DOL Form 5500 · 2024

The Medical College of Wisconsin, Inc. Retirement Plan

Data updated 2026-08-25

$2.6B
Total assets Very large vs avg
6,796
Participants Above avg headcount
99th
Percentile by assets National rank
$382,116
Avg per participant High balance/head
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Official DOL plan name: The Medical College of Wisconsin, Inc. Retirement Plan · Sponsored by The Medical College of Wisconsin, Inc. · Wisconsin · Educational Services

$2.6B in assets, 6,796 participants

The Medical College of Wisconsin, Inc.'s The Medical College of Wisconsin, Inc. Retirement Plan reported $2.6B in total assets and 6,796 participants in its 2024 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,609 in Educational Services (3,638 peers)

Coverage in Wisconsin

The Medical College of Wisconsin, Inc. Retirement Plan covers 6,796 participants in Wisconsin, 12x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.6B.

#3,609
in Educational Services (3,638 peers)
+10.7%
assets growth YoY
26×
vs typical plan assets (national mean)

The Medical College of Wisconsin, Inc. Retirement Plan's outsized position by total assets

The Medical College of Wisconsin, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,596,857,221 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Medical College of Wisconsin, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Medical College of Wisconsin, Inc. Retirement Plan lands in the large band (6,796 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Medical College of Wisconsin, Inc. Retirement Plan reported net income fell from $329M in the plan year 2023 filing to $251M in the plan year 2024 filing.
  • The Medical College of Wisconsin, Inc. Retirement Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.6B in the plan year 2024 filing.
  • The Medical College of Wisconsin, Inc. Retirement Plan reported participants rose from 6,591 in the plan year 2023 filing to 6,796 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390806261 · The Medical College of Wisconsin, Inc. PY 2024 · Other

The Medical College of Wisconsin, Inc. Retirement Plan · $2.6B · 6,796 · 99th

  • EOY $2.6B
  • 5500 6,796
  • ASSETS 99th
  • PCT Other
  • EIN near Cedars-Sinai 403b Retirement Plan
  • RANK ind #3609

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Wisconsin →

The Medical College of Wisconsin, Inc. Retirement Plan in the asset neighbourhood

Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanBaptist Health South Florida…$2.7BNortheastern University Retirement PlanNortheastern University Reti…$2.6BCedars-Sinai 403b Retirement PlanCedars-Sinai 403b Retirement…$2.6BThe Medical College of Wisconsin, Inc. Retirement PlanThe Medical College of Wisco…$2.6BVanderbilt University Retirement PlanVanderbilt University Retire…$2.5B
End-of-year total assets ($B) among The Medical College of Wisconsin, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.6B
Net Income$251M
Employer EIN390806261
Plan Effective Date1963-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Medical College of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All The Medical College of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 28.739276239840493% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.02B $2.6B ▲ +28.7%
Year Plans Participants Total Assets
2022 1 6,020 $2.0B
2023 1 6,591 $2.3B
2024 1 6,796 $2.6B

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

The Medical College of Wisconsin, Inc. Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.53 Total assets ($B) Participants The Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement PlanWaicu Retirement Readiness Plan, Total assets ($B): 0.417992067 · Participants: 2100Waicu Retirement Readiness Plan
The Medical College of Wisconsin, Inc. Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare The Medical College of Wisconsin, Inc. Retirement Plan side-by-side with 3 peers →

Scale composition for The Medical College of Wisconsin, Inc. Retirement Plan

The Medical College of Wisconsin, Inc. Retirement Plan reports $2.6B in end-of-year assets across 6,796 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $382,116 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2024 was $251M.

This plan identity (EIN 390806261, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.6B (+28.7%) while covered participants moved from 6,020 to 6,796 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,020 $2.0B Open filing
2023 6,591 $2.3B Open filing
2024 · index core 6,796 $2.6B This page

The Medical College of Wisconsin, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Cedars-Sinai 403b Retirement Plan in CA ($2.6B); by covered participants it is United Health Services, Inc. 403(b) Retirement Plan in NY (6,793 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.6B here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Medical College of Wisconsin, Inc. Retirement Plan assets move in 2024? ▼
The Medical College of Wisconsin, Inc. Retirement Plan grew at a solid clip - up 10.7% during 2024, from $2.3B to $2.6B. Reported net income was $251M.
How have The Medical College of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Medical College of Wisconsin, Inc.'s sponsor-wide assets grew 28.7%, from $2.0B to $2.6B.
Where does The Medical College of Wisconsin, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Medical College of Wisconsin, Inc. Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The Medical College of Wisconsin, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cedars-Sinai 403b Retirement Plan in CA ($2.6B, 11,878 participants).
Which Other plans cover a similar participant headcount to The Medical College of Wisconsin, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is United Health Services, Inc. 403(b) Retirement Plan in NY (6,793 participants, $391M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390806261.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.